Tom and Matt have been business partners since 2003. In 2016 and 2017 Tom and Matt were named to the RBC Wealth Management President's Council. The President’s Council honor is awarded annually and recognizes financial advisors for their outstanding performance and professional growth, and demonstrating leadership in client service.

Thomas DiPasquale

Qualifications

Since 1982, Tom has achieved a distinguished career in financial services by always putting his clients’ interests first and by providing exceptional personal service. Tom specializes in serving the needs of successful individuals and their families for investment, retirement and estate planning. Before joining RBC Wealth Management, Tom served 24 of his more than 35-year career in the financial services industry as a Senior Vice President and financial advisor with A.G. Edwards and Wachovia Securities. He has been recognized for his outstanding performance as a member of A.G. Edwards and Wachovia Securities President’s Councils and Chairman’s Councils for more than 20 years. Tom is currently the Branch Director of the successful RBC Wealth Management branch in Rockford, Illinois. Tom holds a Bachelor of Arts degree in Business Administration from Loras College in Dubuque, Iowa. He holds his Series 3,7, 8, 63 and 65 securities registrations as well as life insurance and annuities licenses.

Tom is married to LeAnn. They have 5 grown children, Joseph, Stephanie, Roman, Allison and Michelle. In his free time, Tom enjoys sports, going to the theatre, movies and visiting his children across the United States.

Matthew Montalbano, CFP®

Qualifications

Matt began his investment career in 1997 at the corporate office of Robert W. Baird in Milwaukee, WI where he served for seven years prior to moving to Rockford, IL. He specializes in working with corporate executives within the retail sector. His knowledge includes advising on corporate benefits specific to clients’ respective companies, including stock options, deferred compensation and 401(k) plans. Matt earned a bachelor’s degree in finance from the University of Iowa. He holds his Series 7, 31, 63, and 65 securities registrations as well as his insurance and annuities license.

Matt lives in Rockford/Belvidere and is married to his high school sweetheart, Natalie. They have three children—Madeline, Nathan and Addyson. He is an active member of Holy Family Catholic Church, Boylan Catholic High School and Cub Scouts. He is a regular blood donor. He enjoys spending time with his family and an occasional cigar and whiskey.

Tara Vanden Branden

We are excited to announce an addition to our Rock Cut Investment Group. Tara (pronounced “Tar-a”) Vanden Branden has joined us as a client associate.

Prior to working at RBC Wealth Management, Tara’s career included; 18 years in Direct Sales with Pampered Chef, Hotel Management, Catering Sales Coordinator, and most recently, a Refractive Surgery Coordinator/Marketing Director for an Ophthalmologist.

Tara has a Bachelor of Science degree in Business Management from St. Cloud State University and is a very personable, highly organized individual who enjoys meeting new people.

Tara is originally from Green Bay, Wisconsin, and she and her husband, Josh, are avid Packer fans who have three daughters; Hailey, Hannah and Abby. When Tara isn’t attending one of her children’s activities or sporting events, she enjoys cooking, scrapbooking, boating and exercising.

Julie Peterson

Prior to joining RBC, Julie spent 22 years in the securities and investment industry. She has proven herself successful in providing exemplary client service and she has really enjoyed the relationships she has developed over the years with clients. She is licensed in Life and Health Insurance. Julie and her two sons, Kyle, and Nicholas, live in Loves Park, IL. Julie stays busy with her boys’ sporting events. She enjoys cooking, swimming and the outdoors.

We launched a monthly e-mail written by Tom and Matt, and it aims to discuss current information we feel is important for our clients to know and understand. It is designed to be short and to-the-point. Please contact us if you would like to be added to our distribution list.

Congratulations to Matt and Tom! Matt has recently been promoted to Senior Vice President- Financial Advisor and Senior Portfolio Manager-Portfolio Focus. Tom has been designated as a Senior Portfolio Manager-Portfolio Focus.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.